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Portfolio (Quarterly) Guide ↗

JMG Financial Group, Ltd.

· CIK 0001314404
13F Portfolio $3.6B AUM 126 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 6 New 31 Added 45 Reduced 2 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VO Vanguard Mid Cap Vipers 1,350,785.0 $392.0M 11.02% +22K +1.6% $290.22 -73.1%
2 DFSV Dimensional US Small Cap Value 5,832,420.0 $191.8M 5.39% +219K +3.9% $32.89 +13.8%
3 DFIC DFA International Core Equity 4,432,470.0 $152.7M 4.29% +142K +3.3% $34.46 +10.0%
4 DFGR Dimensional Global Real Estate 5,701,658.0 $150.6M 4.23% +346K +6.5% $26.42 +9.5%
5 DFEM Dimensional Emerging Markets C 2,129,625.0 $70.4M 1.98% +80K +3.9% $33.08 +20.1%
6 VTV Vanguard Value 49,185.0 $9.4M 0.26% +892.0 +1.9% $190.99 +10.4%
7 IWM iShares Russell 2000 Index 31,219.0 $7.7M 0.22% +625.0 +2.0% $246.16 +15.8%
8 DFAS Dimensional US Small Cap ETF 94,533.0 $6.6M 0.18% +1K +1.2% $69.67 +11.3%
9 EFA iShares MSCI EAFE Index Fund 43,803.0 $4.2M 0.12% +2K +4.3% $96.03 +8.3%
10 XLK Sector SPDR Technology Select 26,153.0 $3.8M 0.11% +13K +99.5% $143.97 +25.3%
11 IJR iShares Trust S&P SmallCap 600 27,401.0 $3.3M 0.09% +292.0 +1.1% $120.18 +14.3%
12 SCHZ Schwab US Aggregate Bond ETF 103,504.0 $2.4M 0.07% +3K +3.5% $23.37 -1.6%
13 Berkshire Hathaway Cl B 4,201.0 $2.1M 0.06% +48.0 +1.2% $502.65
14 AGG iShares Core US Aggregate Bond 20,633.0 $2.1M 0.06% +200.0 +1.0% $99.88 -1.4%
15 BNDX Vanguard Total International B 38,509.0 $1.9M 0.05% +956.0 +2.5% $48.32 -0.5%
16 IEFA iShares Core MSCI EAFE ETF 20,094.0 $1.8M 0.05% +322.0 +1.6% $89.46 +8.7%
17 SCHA Schwab US Small Cap ETF 57,739.0 $1.6M 0.05% +9K +19.1% $28.48 +17.0%
18 DFAR Dimensional US Real Estate ETF 66,832.0 $1.5M 0.04% +1K +1.6% $22.90 +14.1%
19 EEM iShares MSCI Emerging Markets 23,441.0 $1.3M 0.04% +3K +14.9% $54.71 +20.4%
20 IJH iShares S&P Mid Cap 400 Index 17,491.0 $1.2M 0.03% +3K +18.3% $66.00 +11.4%
Page 1 of 2  ·  31 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 95.4%
Technology 1.8%
Communication Services 1.1%
Consumer Cyclical 0.4%
Consumer Defensive 0.4%
Industrials 0.4%
Energy 0.3%
Healthcare 0.3%